Patriot Financial Group Insurance Agency’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-990
| Closed | -$16K | – | 1960 |
|
|
2022
Q2 | $16K | Buy |
990
+11
| +1% | +$178 | ﹤0.01% | 1092 |
|
|
2022
Q1 | $18K | Buy |
979
+10
| +1% | +$184 | ﹤0.01% | 1136 |
|
|
2021
Q4 | $17K | Buy |
969
+9
| +0.9% | +$158 | ﹤0.01% | 1296 |
|
|
2021
Q3 | $19K | Buy |
960
+9
| +0.9% | +$178 | ﹤0.01% | 1245 |
|
|
2021
Q2 | $22K | Sell |
951
-15,815
| -94% | -$366K | ﹤0.01% | 1144 |
|
|
2021
Q1 | $413K | Sell |
16,766
-51
| -0.3% | -$1.26K | 0.09% | 230 |
|
|
2020
Q4 | $369K | Buy |
16,817
+23
| +0.1% | +$505 | 0.09% | 224 |
|
|
2020
Q3 | $360K | Sell |
16,794
-422
| -2% | -$9.05K | 0.12% | 176 |
|
|
2020
Q2 | $372K | Buy |
17,216
+11,915
| +225% | +$257K | 0.14% | 152 |
|
|
2020
Q1 | $96K | Buy |
5,301
+4,385
| +479% | +$79.4K | 0.04% | 326 |
|
|
2019
Q4 | $25K | Hold |
916
| – | – | 0.01% | 632 |
|
|
2019
Q3 | $21K | Buy |
916
+16
| +2% | +$367 | 0.01% | 645 |
|
|
2019
Q2 | $18K | Hold |
900
| – | – | 0.01% | 687 |
|
|
2019
Q1 | $17K | Hold |
900
| – | – | 0.01% | 592 |
|
|
2018
Q4 | $15K | Buy |
+900
| New | +$15K | 0.01% | 541 |
|